Latest Institutional Transactions on Oracle Corp (ORCL)
This table provides information on the latest institutional transactions involving Oracle Corp (ORCL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.44KNew |
$238K - $276K
|
1.44K
$395K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.9KNew |
$645K - $751K
|
3.9K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
2.08KNew |
$344K - $400K
|
2.08K
$571K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
112+ 6.34% |
$18.5K - $21.6K
|
1.88K
$517K
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-270- 2.35% |
$44.7K - $52K
|
11.2K
$3.08M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
595New |
$98.4K - $114K
|
595
$164K
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
37KNew |
$6.12M - $7.12M
|
37K
$10.2M
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-4.88K- 42.4% |
$807K - $939K
|
6.63K
$1.82M
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
375+ 12.25% |
$62K - $72.2K
|
3.44K
$945K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$331 - $385
|
2.37K
$653K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26+ 20.8% |
$4.3K - $5K
|
151
$41.5K
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.51KNew |
$581K - $675K
|
3.51K
$966K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.84KNew |
$1.46M - $1.7M
|
8.84K
$2.43M
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.44K- 41.18% |
$238K - $277K
|
2.06K
$566K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-117- 3.63% |
$19.4K - $22.5K
|
3.11K
$855K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-33- 19.76% |
$5.46K - $6.35K
|
134
$36.9K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
531New |
$87.8K - $102K
|
531
$146K
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
13.6KNew |
$2.24M - $2.61M
|
13.6K
$3.73M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.34KNew |
$552K - $642K
|
3.34K
$918K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.26KNew |
$208K - $242K
|
1.26K
$346K
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.31K- 45.96% |
$878K - $1.02M
|
6.24K
$1.72M
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-74- 1.17% |
$12.2K - $14.2K
|
6.28K
$1.73M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-40- 1.9% |
$6.62K - $7.7K
|
2.07K
$568K
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-65- 1.27% |
$10.8K - $12.5K
|
5.07K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-326- 1.34% |
$53.9K - $62.7K
|
24.1K
$6.63M
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.43KNew |
$237K - $276K
|
1.43K
$395K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
72+ 0.21% |
$11.9K - $13.9K
|
34.2K
$9.4M
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.2KNew |
$695K - $808K
|
4.2K
$1.16M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.77K- 3.0% |
$293K - $341K
|
57.3K
$15.8M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-784- 1.79% |
$130K - $151K
|
43.1K
$11.9M
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-410- 10.26% |
$67.8K - $78.9K
|
3.59K
$986K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$480K - $558K
|
2.9K
$798K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-604- 11.45% |
$99.9K - $116K
|
4.67K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14- 0.05% |
$2.32K - $2.69K
|
31K
$8.53M
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 39.41% |
$662K - $770K
|
6.15K
$1.69M
|
|
Feb 04, 2025
Q4 2024
|
Robeco Schweiz Ag
|
SELL
|
- |
-54.2K- 89.59% |
$8.97M - $10.4M
|
6.3K
$1.73M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-105- 3.46% |
$17.4K - $20.2K
|
2.93K
$805K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
697+ 4.87% |
$115K - $134K
|
15K
$4.13M
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$844K - $981K
|
5.1K
$1.4M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
12.7KNew |
$2.1M - $2.44M
|
12.7K
$3.49M
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-935- 1.41% |
$155K - $180K
|
65.3K
$18M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
133New |
$22K - $25.6K
|
133
$36.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.67K+ 3.16% |
$1.6M - $1.86M
|
316K
$86.9M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.88K+ 18.98% |
$476K - $554K
|
18.1K
$4.97M
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-2.01K- 7.49% |
$332K - $387K
|
24.8K
$6.82M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-822- 23.23% |
$136K - $158K
|
2.72K
$747K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.86KNew |
$473K - $550K
|
2.86K
$786K
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
6.56KNew |
$1.09M - $1.26M
|
6.56K
$1.81M
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-1.04K- 25.8% |
$172K - $201K
|
3K
$825K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$827 - $962
|
5
$1.38K
|